Simple coaching tools,
huge impact

Bring your coaching program to the next level by leveraging our tools to facilitate your client's discovery of their subconscious financial habits

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The MoneyLiFE story

After decades in the financial practice, our creators noticed a trend - people who were more self-aware made better financial decisions. However, they found that the process of self-discovery often took too long and resulted in many avoidable mistakes.

After trying numerous other profiling tools which were unable to provide deep insights they could use to help their clients, they developed MoneyLiFE™. MoneyLiFE™ is a comprehensive financial profiling system that provides users with detailed reports on how they perceive money and how they use it.

How we help

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Get motivated
clients

Send our reports ahead of the call and pique your prospective clients' interest in your programs

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Upgrade your program

Our reports are simple to use and easily administered. Be empowered to facilitate psychological discovery

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Hyper-personalized budgets

Take your budget planning to another level by understanding your clients' psychology.

Our Products

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MoneyLiFE™ Profile evaluation

Gain psychological insight into what drives your money decisions in 10 minutes.

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MoneyLiFE™ Financial Wellness Scale

Evaluate your financial situation and how you spend your money

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Why choose us

Powerful Insights

Our reports were designed to delve far deeper than the conventional 5 archetypes. We factor in the nuances of every individual's personality and financial priorities.

Developed by experts.

The experts in our team have spent years designing psychometric examinations. Gain access to decades of know-how, condensed into a 10-12 page report.

Meet the Team
Flexible Usage

Our reports are easy to use and even easier to incorporate into your coaching program. Simply use it to start a conversation or plan a budget.

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